Managing your clients' accounts

Our platform is instinctive and easy to use. It has been designed to maximise process efficiency for you, letting you self-serve online in as flexible way as possible to suit how you work in practice.

Process efficiencies for you

i.nvest trading platform
  • Any documents you need are generated and stored automatically
  • We don't need a client signature to accept an application, you can submit entirely online
  • You can easily download management information reports into a flexible CSV file format
  • You control access to the platform for your firm - for your employees and your clients

Investment support tools come as part of the package

  • The ability to set up and manage model portfolios that are bespoke to your firm and your clients
  • A range of useful tools from Morningstar - covering asset selection, fund charting, a scanner to get an 'at a glance' understanding of a portfolio and an x-ray for more detailed analysis
  • And coming soon, access to the Distribution Technology risk-profiling tool, to help you in assessing both your client's attitude to risk and their capacity to tolerate risk
We combine flexible, flat-fee charging with the support tools and processes you would expect from any platform in the market today.
  • Produce illustrations online

You can generate personal illustrations for SIPP Accounts and generic illustrations for ISA and General Investment Accounts as part of the new business process on our trading platform.

We also offer a standalone Online Illustration Service, that you can use to produce personalised illustrations for SIPP, ISA and General Investment Accounts, increasing flexibility for you.

Once registered you can set up illustrations for your clients and save the details for easy recall later.

The service is available 24/7 so you can produce, save and print all your illustrations at a time that is convenient to you and your clients.

To register, you will need to complete our short online registration form and have the following information to hand:

  • Your personal details and personal email address
  • Company name, address and FCA number